13FBOX
第一金融银行 · 13F 持仓分析
期权收益计算器 机构排行

第一金融银行

FIRST FINANCIAL BANKSHARES INCNo.912
最新持仓市值 (Q2 2026)
$53.44亿
环比变动 Q1 2026
+$3.92亿+7.9%
持仓股票数
210
新买入
18
加仓
78
减仓
66
清仓
9
持股不变
48
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
微软MSFT
5.04%5.19%$2.69亿72.2万股$2.57亿69.5万股+2.8万股+3.98%加仓
博通AVGO
4.89%4.38%$2.61亿69.1万股$2.17亿70.1万股-9,638股-1.37%减仓
谷歌AGOOGL
4.29%3.69%$2.29亿64.2万股$1.83亿63.5万股+6,679股+1.05%加仓
IiShares安硕·COREIJH
4.22%3.91%$2.26亿292.7万股$1.93亿286.5万股+6.2万股+2.17%加仓
摩根大通JPM
4.13%4%$2.21亿67.5万股$1.98亿67.3万股+1,401股+0.21%加仓
苹果AAPL
3.99%3.76%$2.13亿73.7万股$1.86亿73.4万股+2,470股+0.34%加仓
V先锋领航·TOTALBND
3.56%3.95%$1.90亿259.3万股$1.96亿265.5万股-6.2万股-2.33%减仓
强生JNJ
3.04%3.11%$1.62亿63.9万股$1.54亿62.9万股+9,506股+1.51%加仓
V先锋领航·FTSEVEA
2.81%2.72%$1.50亿210.7万股$1.34亿209.9万股+7,745股+0.37%加仓
美光科技MU
2.44%0.99%$1.30亿11.3万股$4,897.2万14.5万股-3.2万股-22.18%减仓
思科CSCO
2.28%1.66%$1.22亿103.5万股$8,206.9万105.8万股-2.3万股-2.14%减仓
雪佛龙CVX
2%2.68%$1.07亿64.6万股$1.32亿64.0万股+6,021股+0.94%加仓
威廉姆斯WMB
2%2.11%$1.07亿143.6万股$1.04亿143.3万股+3,354股+0.23%加仓
英伟达NVDA
1.94%1.76%$1.04亿51.9万股$8,717.4万50.0万股+1.9万股+3.87%加仓
BBANK OF AMERBAC
1.87%1.72%$9,990.3万175.3万股$8,509.9万174.6万股+7,666股+0.44%加仓
麦当劳MCD
1.83%2.01%$9,803.8万36.3万股$9,933.8万32.0万股+4.3万股+13.47%加仓
默沙东MRK
1.81%1.81%$9,673.3万75.3万股$8,944.8万74.4万股+9,187股+1.24%加仓
亚马逊AMZN
1.78%1.66%$9,522.0万40.0万股$8,199.1万39.4万股+5,837股+1.48%加仓
黑石集团BX
1.72%1.81%$9,171.9万77.9万股$8,971.7万78.0万股-753股-0.10%减仓
美国电力AEP
1.68%1.73%$8,997.4万65.8万股$8,548.2万65.2万股+5,523股+0.85%加仓
伊顿ETN
1.68%1.52%$8,986.7万21.1万股$7,512.4万21.0万股+859股+0.41%加仓
可口可乐KO
1.67%1.67%$8,910.6万109.6万股$8,252.6万108.5万股+1.1万股+1.04%加仓
N新纪元能源NEE
1.66%1.87%$8,879.1万101.2万股$9,250.9万99.6万股+1.6万股+1.57%加仓
C花旗集团C
1.66%1.48%$8,867.5万63.4万股$7,312.8万64.5万股-1.1万股-1.74%减仓
V先锋领航斯科茨代尔基金BSV
1.59%1.68%$8,518.2万107.8万股$8,326.9万105.0万股+2.7万股+2.61%加仓
Meta平台META
1.56%1.67%$8,338.7万14.8万股$8,245.1万14.4万股+3,923股+2.72%加仓
AMGEN COMAMGN
1.52%1.58%$8,135.1万22.5万股$7,817.2万22.2万股+2,477股+1.11%加仓
V先锋领航斯科茨代尔基金VGSH
1.48%1.57%$7,894.4万135.6万股$7,794.8万133.2万股+2.5万股+1.87%加仓
百事可乐PEP
1.44%1.74%$7,669.0万56.6万股$8,614.8万55.5万股+1.2万股+2.10%加仓
贝莱德·INC COMBLK
1.25%1.34%$6,690.2万7.0万股$6,637.8万6.9万股+556股+0.81%加仓
AMERICAN TOWER COMAMT
1.22%1.38%$6,535.6万40.0万股$6,809.6万39.5万股+4,982股+1.26%加仓
美敦力MDT
1.1%1.26%$5,890.4万75.3万股$6,233.4万71.9万股+3.4万股+4.67%加仓
V先锋领航·FSTEVWO
1.08%1.04%$5,789.5万97.0万股$5,129.7万94.9万股+2.1万股+2.20%加仓
洛克希德马丁LMT
1.06%1.32%$5,670.1万11.1万股$6,558.2万10.9万股+2,787股+2.57%加仓
IiShares安硕·COREIJR
0.97%0.58%$5,199.7万35.1万股$2,859.7万23.0万股+12.1万股+52.40%加仓
康菲石油COP
0.94%1.29%$5,025.8万48.3万股$6,370.2万48.3万股+847股+0.18%加仓
L3哈里斯LHX
0.93%1.18%$4,969.0万17.1万股$5,823.4万16.9万股+2,275股+1.35%加仓
MONDELEZ INTL CL AMDLZ
0.92%0.98%$4,917.0万85.0万股$4,869.8万84.5万股+5,230股+0.62%加仓
SSEI INVTSSEIC
0.91%0.88%$4,848.4万55.3万股$4,348.6万55.4万股-1,398股-0.25%减仓
ServiceNowNOW
0.89%0.89%$4,772.0万48.1万股$4,393.2万42.0万股+6.0万股+14.39%加仓
NISOURCE COMNI
0.88%0.94%$4,715.2万99.2万股$4,668.0万100.0万股-8,793股-0.88%减仓
家得宝HD
0.88%0.87%$4,681.6万13.3万股$4,309.9万13.1万股+1,699股+1.30%加仓
REGIONS FINANCIAL NEW COMRF
0.8%0.75%$4,295.7万142.2万股$3,694.0万141.4万股+8,161股+0.58%加仓
联合太平洋铁路UNP
0.75%0.71%$3,987.2万14.7万股$3,532.8万14.6万股+979股+0.67%加仓
诺华NVS
0.69%0.71%$3,672.2万23.4万股$3,526.3万23.1万股+3,461股+1.50%加仓
伯克希尔哈撒韦BRK.B
0.68%0.46%$3,611.3万7.2万股$2,285.1万4.8万股+2.4万股+51.34%加仓
S道富·EET SPDR S&P REGIONAL BANKING ETFKRE
0.67%0.62%$3,602.8万48.1万股$3,057.8万46.9万股+1.2万股+2.56%加仓
万事达MA
0.67%0.68%$3,584.3万7.0万股$3,379.1万6.8万股+2,160股+3.19%加仓
V先锋领航斯科茨代尔基金VMBS
0.61%0.89%$3,264.6万69.7万股$4,411.6万94.0万股-24.2万股-25.78%减仓
V先锋领航指数基金VNQ
0.55%0.53%$2,912.9万30.2万股$2,646.4万29.8万股+3,715股+1.25%加仓

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